Leavell Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
7,495
+322
| +4% | +$16.2K | 0.02% | 457 |
|
|
2025
Q1 | $358K | Sell |
7,173
-141
| -2% | -$7.04K | 0.02% | 442 |
|
|
2024
Q4 | $354K | Sell |
7,314
-126
| -2% | -$6.1K | 0.02% | 435 |
|
|
2024
Q3 | $367K | Buy |
7,440
+1,252
| +20% | +$61.7K | 0.02% | 440 |
|
|
2024
Q2 | $300K | Hold |
6,188
| – | – | 0.02% | 437 |
|
|
2024
Q1 | $296K | Buy |
+6,188
| New | +$296K | 0.02% | 425 |
|
|
2023
Q4 | – | Sell |
-4,408
| Closed | -$208K | – | 473 |
|
|
2023
Q3 | $208K | Hold |
4,408
| – | – | 0.01% | 445 |
|
|
2023
Q2 | $209K | Buy |
+4,408
| New | +$209K | 0.01% | 444 |
|